Stamos Capital Partners’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.64M | Buy |
80,279
+25,126
| +46% | +$1.14M | 0.65% | 54 |
|
2025
Q1 | $2.44M | Sell |
55,153
-4,907
| -8% | -$217K | 0.64% | 48 |
|
2024
Q4 | $2.55M | Sell |
60,060
-1,970
| -3% | -$83.6K | 0.6% | 44 |
|
2024
Q3 | $2.52M | Sell |
62,030
-9,140
| -13% | -$371K | 0.59% | 52 |
|
2024
Q2 | $2.53M | Sell |
71,170
-12,110
| -15% | -$431K | 0.54% | 48 |
|
2024
Q1 | $3.01M | Hold |
83,280
| – | – | 0.68% | 34 |
|
2023
Q4 | $3M | Sell |
83,280
-28,980
| -26% | -$1.04M | 0.81% | 30 |
|
2023
Q3 | $3.73M | Buy |
112,260
+20,840
| +23% | +$692K | 0.83% | 30 |
|
2023
Q2 | $3.4M | Buy |
+91,420
| New | +$3.4M | 0.79% | 34 |
|
2022
Q4 | – | Sell |
-13,340
| Closed | -$495K | – | 143 |
|
2022
Q3 | $495K | Buy |
13,340
+7,410
| +125% | +$275K | 0.13% | 143 |
|
2022
Q2 | $251K | Sell |
5,930
-16,970
| -74% | -$718K | 0.08% | 99 |
|
2022
Q1 | $1.06M | Sell |
22,900
-3,000
| -12% | -$138K | 0.35% | 53 |
|
2021
Q4 | $1.01M | Buy |
+25,900
| New | +$1.01M | 0.47% | 43 |
|